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THOMPSON INVESTMENT MANAGEMENT, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
THOMPSON INVESTMENT MANAGEMENT, INC.
报告期 2026-03-31 · CIK 0001277279
持仓数
499
前50大市值合计
$540.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 13
增持 40
减持 94
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
PFE
PFIZER INC
+$5.3M
355,574
+138%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$3.7M
499,883
+19%
增持
AMN
AMN HEALTHCARE SVCS INC COM
+$2.8M
43,756
+620%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
MSFT
MICROSOFT CORP
+$2.7M
71,628
-7%
减持
QCOM
QUALCOMM INC
+$2.7M
97,738
-5%
减持
BBY
BEST BUY INC COM
-$2.7M
109
-100%
减持
ENR
ENERGIZER HLDGS INC NEW COM
-$2.5M
30,403
-72%
增持
—
KORNIT DIGITAL LTD SHS
+$2.4M
460,680
+36%
增持
SCHW
SCHWAB (CHARLES) CORP
+$2.1M
127,259
+5%
减持
—
COHERENT INC COM
+$1.9M
216,658
-6%
增持
PYPL
PAYPAL HLDGS INC COM
+$1.8M
165,327
+16%
减持
BAC
BANK OF AMERICA
+$1.8M
313,822
-2%
增持
—
EXXON MOBIL CORP COM
-$1.8M
152,141
+5%
减持
C
CITIGROUP INC COM NEW
+$1.7M
193,185
-3%
增持
CALY
TOPGOLF CALLAWAY BRANDS
+$1.6M
355,344
+41%
增持
WBD
WARNER BROTHERS DISCOVERY
+$1.5M
905,782
+11%
减持
—
DISCOVER FINL SVCS COM
+$1.4M
58,476
-1%
清仓
VCSH
VANGUARD SCOTTSDALE FDS SHRT T
-$1.4M
0
-100%
增持
CHWY
CHEWY INC CL A
+$1.4M
225,292
+5%
增持
AAPL
APPLE INC COM
+$1.4M
47,122
+5%
减持
JPM
JPMORGAN CHASE & CO COM
+$1.3M
75,705
-5%
减持
BA
BOEING CO
+$1.3M
18,716
-0%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$1.2M
47,371
-1%
减持
ADBE
ADOBE INC
-$1.2M
8,118
-31%
减持
FISV
FISERV INC
-$1.1M
47,946
-28%
减持
PNC
PNC FINL SVCS GROUP COM
+$1.1M
35,789
-1%
增持
VTRS
VIATRIS
+$1.1M
664,808
+7%
增持
BSV
VANGUARD BD INDEX FD SHORT TRM
+$1.0M
13,728
+6764%
增持
IVE
ISHARES TR S&P500/BAR VAL
+$1.0M
11,283
+87%
建仓
AGG
ISHARES TR CORE TOTUSBD ETF
+$993.6K
10,011
减持
—
TARGET CORP
+$974.5K
37,244
-5%
增持
OI
O-I GLASS INC COM
+$912.0K
213,790
+38%
减持
CFG
CITIZENS FINANCIAL GROUP INC C
+$904.0K
146,328
-1%
减持
GNRC
GENERAC HLDGS INC COM
+$902.2K
50,538
-2%
减持
WFC
WELLS FARGO NEW
+$898.0K
114,376
-1%
减持
CVS
CVS HEALTH CORP COM
+$889.6K
102,834
-1%
减持
—
NXP SEMICONDUCTORS N V COM
+$883.9K
40,797
-4%
减持
EFX
EQUIFAX INC CO
+$866.8K
15,700
-5%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$856.2K
182,495
-3%
增持
EXAS
EXACT SCIENCES CORP COM
+$830.9K
141,989
+0%
减持
V
VISA INC COM CL A
+$789.4K
29,247
-1%
减持
—
PARAMOUNT GLOBLAL
+$782.6K
458,981
-1%
减持
ARE
ALEXANDRIA REAL ESTATE EQ INC
+$773.4K
29,262
-0%
减持
ICE
INTERCONTINENTALEXCHANGE COM
+$734.5K
41,261
-1%
减持
IFNNY
INFINEON TECHNOLOGIES AG SPONS
+$709.1K
97,110
-4%
减持
FCX
FREEPORT-MCMORAN INC
+$708.8K
196,439
-4%
增持
VIAV
VIAVI SOLUTIONS INC COM
+$654.7K
392,333
+9%
建仓
IJH
ISHARES TR S&P MIDCAP 400
+$648.0K
2,338
增持
CVX
CHEVRON CORP NEW COM
+$646.1K
37,615
+28%
减持
CSCO
CISCO SYSTEMS INC
-$638.8K
164,992
-1%
减持
ZION
ZIONS BANCORPORATION NA
+$610.6K
108,961
-9%
建仓
IJR
ISHARES TR CORE S&P SCP ETF
+$587.7K
5,429
减持
AOS
SMITH A O COM
+$562.6K
49,309
-7%
减持
SCHV
SCHWAB STRATEGIC TR US LCAP VA
-$556.0K
260
-97%
减持
MDYV
SPDR SERIES TRUST S&P 400 MDCP
-$536.9K
125
-99%
增持
—
SEALED AIR CORP
+$524.6K
60,991
+18%
减持
NTRS
NORTHERN TRUST CORP
+$514.9K
73,762
-10%
减持
PFGC
PERFORMANCE FOOD GROUP CO COM
+$507.0K
123,276
-9%
增持
BMY
BRISTOL MYERS SQUIBB CO
-$449.6K
72,740
+1%
减持
FDX
FEDEX CORP COM
-$438.3K
19,102
-4%
减持
—
STEELCASE INC CL A
+$433.1K
286,147
-7%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC CO
+$423.3K
52,786
-1%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
+$402.3K
48,865
-2%
减持
SLYV
SPDR SERIES TRUST S&P 600 SMCP
-$394.9K
1
-100%
减持
SPYV
SPDR SERIES TRUST PRTFLO S&P50
-$361.0K
2,502
-78%
减持
STT
STATE STREET CORP
+$350.5K
102,836
-10%
减持
—
MCKESSON CORP
-$348.2K
12,063
-12%
减持
—
SKECHERS U S A INC CL A
+$335.4K
68,944
-15%
减持
ORCL
ORACLE CORP
-$320.3K
66,052
-4%
减持
—
TOPBUILD CORP COM
+$316.1K
6,905
-23%
减持
TTWO
TAKE-TWO INTERACTIVE COM
+$312.1K
27,783
-6%
减持
CIGI
COLLIERS INTL GROUP INC SUB VT
+$310.9K
15,500
-11%
减持
TSN
TYSON FOODS INC CL A
+$290.6K
96,156
-0%
减持
AMGN
AMGEN INC
+$287.9K
18,366
-1%
减持
QEFA
SPDR INDEX SHS FDS MSCI EAFE S
-$272.5K
0
-100%
建仓
HAS
HASBRO INC COM
+$271.9K
5,325
增持
LITE
LUMENTUM HLDGS INC COM
+$270.5K
29,873
+4%
减持
GE
GENERAL ELECTRIC CO COM NEW
+$270.1K
26,222
-6%
增持
RRX
REGAL REXNORD CORP
+$266.4K
24,361
+4%
减持
—
BERRY GLOBAL GROUP INC COM
+$258.3K
62,668
-2%
建仓
MAT
MATTEL INC
+$256.4K
13,580
增持
EBAY
EBAY INC COM
+$253.0K
146,453
+5%
减持
CI
THE CIGNA GROUP
+$231.9K
22,012
-1%
增持
IJS
ISHARES S&P SMLCP 600 VALUE ET
+$217.6K
6,594
+27%
清仓
—
HANESBRANDS INC COM
-$208.5K
0
-100%
增持
SCHE
SCHWAB STRATEGIC TR EMRG MKTEQ
+$204.7K
52,639
+15%
减持
GPN
GLOBAL PMTS INC COM
+$199.0K
21,258
-2%
减持
ASB
ASSOCIATED BANCORP
+$195.3K
50,030
-2%
减持
META
META PLATFORMS
-$189.5K
29,065
-17%
减持
CALX
CALIX INC COM
-$185.2K
39,225
-5%
增持
IJJ
ISHARES S&P MIDCAP 400 VALUE E
+$183.4K
8,336
+10%
增持
BFH
BREAD FINANCIAL HOLDINGS
-$180.1K
266,562
+2%
增持
SCHH
SCHWAB STRATEGIC TR US REIT ET
+$176.2K
10,027
+465%
减持
ABBV
ABBVIE INC. COM
+$173.1K
39,308
-1%
减持
INTC
INTEL CORP
+$171.0K
13,076
-4%
减持
SPEM
SPDR INDEX SHS FDS PORTFOLIO E
-$163.1K
1
-100%
增持
FREL
FIDELITY MSCI RL EST ETF
+$146.2K
7,838
+185%
增持
MTZ
MASTEC INC COM
+$127.5K
8,090
+20%
增持
—
JAZZ PHARMACEUTICALS PLC SHS U
+$126.3K
6,520
+25%
减持
GD
GENERAL DYNAMICS CORP COM
-$125.3K
7,039
-20%
减持
CCJ
CAMECO CORP COM
-$119.4K
5,590
-39%
减持
ABT
ABBOTT LABS
+$119.2K
9,593
-1%
减持
FG
F&G ANNUITIES & LIFE INC COMMO
-$114.9K
8
-100%
减持
PK
PARK HOTELS & RESORTS INC COM
+$111.5K
44,025
-4%
减持
DIS
DISNEY WALT PRODTNS
+$109.3K
22,540
-5%
增持
AMZN
AMAZON COM INC CO
+$108.3K
3,889
+2%
减持
NWL
NEWELL BRANDS INC.
-$104.5K
207,008
-2%
增持
LKQ
LKQ CORP COM
-$101.1K
155,668
+2%
增持
JNJ
JOHNSON & JOHNSON
+$100.6K
44,964
+1%
减持
TFX
TELEFLEX INC
+$94.4K
2,340
-6%
减持
SBUX
STARBUCKS CORP CO
+$94.2K
38,982
-2%
减持
XYL
XYLEM INC COM
+$86.2K
5,644
-8%
减持
NBIX
NEUROCRINE BIOSCIENCES INC COM
+$83.6K
7,700
-7%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$82.6K
7,525
-31%
减持
TAP
MOLSON COORS BEVERAGE CO
-$79.6K
46
-96%
减持
MAS
MASCO CORP COM
+$64.1K
5,033
-1%
减持
COST
COSTCO WHOLESALE CORP
+$60.9K
730
-2%
减持
—
TRUIST FINANCIAL CORP
+$57.3K
15,476
-14%
减持
FTGC
FIRST TR EXCHAN TRADED FD VII
-$55.5K
1
-100%
建仓
TFI
SPDR SER TR NUVEEN BLMBRG MU
+$54.1K
1,152
减持
EA
ELECTRONIC ARTS INC COM
-$45.1K
11,925
-14%
减持
LNG
CHENIERE ENERGY INC COM NEW
+$44.9K
14,700
-1%
减持
USRT
ISHARES TR CRE U S REIT ETF
-$43.5K
1
-100%
减持
LEVI
LEVI STRAUSS & CO NEW CL A COM
+$43.3K
16,000
-2%
减持
SCHF
SCHWAB STRATEGIC TR INTL EQTY
+$41.7K
30,518
-5%
增持
SPG
SIMON PPTY GROUP INC NEW COM
+$41.5K
1,146
+2%
减持
PSTG
PURE STORAGE INC CL A
-$40.3K
15,475
-7%
建仓
IEFA
ISHARES TR CORE MSCI EAFE
+$39.5K
562
减持
GLW
CORNING INC
-$36.6K
80,283
-1%
增持
SO
SOUTHERN CO COM
+$36.0K
4,358
+5%
建仓
SPGP
INVESCO EXCHANGE TRADED FD TR
+$35.4K
361
减持
BMO
BANK OF MONTREAL
+$35.1K
2,979
-3%
建仓
QUAL
ISHARES TR MSCI USA QLT FCT
+$33.8K
230
建仓
SCHG
SCHWAB STRATEGIC TR US LCAP GR
+$32.4K
391
增持
DLR
DIGITAL RLTY TR INC COM
+$32.1K
422
+107%
增持
GNL
GLOBAL NET LEASE INC COM NEW
+$32.0K
70,935
+1%
减持
FSV
FIRSTSERVICE CORP NEW COM
+$30.7K
2,295
-2%
建仓
AMT
AMERICAN TOWER CORP NEW COM
+$29.4K
136
建仓
PLD
PROLOGIS INC COM
+$27.7K
208
增持
IRM
IRON MTN INC NEW COM
+$26.9K
1,064
+33%
增持
MGEE
MGE ENERGY INC COM
+$26.5K
6,792
+0%
减持
PG
PROCTER & GAMBLE COMPANY
-$25.8K
23,246
-1%
减持
—
ACCELERATE DIAGNOSTICS INC COM
-$24.8K
10,390
-9%
减持
KHC
KRAFT HEINZ CO COM
-$23.4K
7,511
-16%
减持
MWA
MUELLER WTR PRODS INC COM SER
+$23.2K
28,225
-7%
建仓
XLY
SELECT SECTOR SPDR TR SBI CONS
+$23.1K
129
减持
NMIH
NMI HLDGS INC CL A
-$22.8K
4,000
-23%
减持
CCK
CROWN HOLDINGS INC COM
-$22.6K
3,264
-11%
清仓
—
GOLDMAN SACHS GROUP IN SHS D 1
-$22.0K
0
-100%
减持
MCHP
MICROCHIP TECHNOLOGY INC
+$19.6K
1,775
-1%
